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Thu, May, 3rd 2018
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Crystal Taylor-Torneo Northeast Infor User Group
BC:

Forum Question/Topic:

Article:

Has anyone implemented a custom requisition approval workflow using IPA?

Categorized as:

Supply Chain Management
IPA

We are in the discovery phase of a requisition approval project. Our stakeholders have requested a workflow that routes approvals based on Accounting Unit/Requisition Cost, with secondary specialty approvals for items like IT, Biomed, Facilities, etc. Has anyone implemented this type of flow? What type of database did you use for approver lookup (homegrown, Lawson, budget system, etc.)? How did you roll it out to your organization? Any information or advice is appreciated. Thanks in advance!
Supply Chain Management
IPA
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Richard Leigh Stout
Many organizations using IPA for requisition approval use IPA task and filter categories to store the approval matrix. This works well if the approval structure is fairly consistent in terms of rules/policy across the organization. Typically it's maintained by an MMIS analyst. Alternatively, if the approvers are maintained elsewhere such as a non-Infor workflow system (like AP invoice approval) or if the HR org structure can be used, IPA can take advantage of that structure to reduce dual  Read more...maintenance. Show less...
Nate Lindall
Hi Crystal! This is a classic flow that many of our customers request to have written for their specific needs. Approvers come our of the Lawson database along with some of the approval limits of specialty approvers. We would be happy to assist you! My email is nate.lindall@velocitycloud.com or call me directly at ph. 612-333-9803.
David Lis
Hi Crystal! We have done that. I'd be happy to assist and answer questions. Thank you.
Dave Lis - djlis@atlanta.k12.ga.us
Kat Vila
We have that at MHS. Upon release, our reqs look at the location "type", the buyer, the source (inventory/punchout), dollar limits and approver setups. It also notes is there's a duplication in the approvers so it won't route to same approver twice but will "skip" a level if the approver is the same in both slots.
Kelvin Flores
We have a lengthy requisition Process Flow. It checks activity, account category, accounting unit, account, approval amount, threshold levels, to name a few, before deciding which multiple Inbaskets to route the requisition. These requisitions include email approval options for those roles which are frequently away from an office computer. It was quite interesting when we had to provide enough information in an email, which would allow a user to make a proper decision.

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